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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1826
Everest Financial Group
Minnesota
$590K +$33.9K +101 +5%
ATWA
1827
Arbor Trust Wealth Advisors
Michigan
$589K +$43.6K +130 +7%
OFG
1828
Oxford Financial Group
Indiana
$588K -$57K -170 -8%
TWM
1829
Tripletail Wealth Management
Florida
$585K -$2.01K -6 -0.3%
KCM
1830
Kathmere Capital Management
Pennsylvania
$585K -$232K -693 -26%
IFO
1831
Independent Family Office
New York
$584K
AL
1832
ARWA LLC
Texas
$583K -$720K -2,148 -54%
BA
1833
Ballast Advisors
Minnesota
$583K -$8.38K -25 -1%
ZBNA
1834
Zions Bancorporation, National Association
Utah
$582K -$635K -1,894 -50%
TIA
1835
Tiemann Investment Advisors
California
$580K +$33.5K +100 +5%
PWM
1836
Palumbo Wealth Management
New York
$579K +$70.1K +209 +12%
PCM
1837
Princeton Capital Management
New Jersey
$579K +$137K +410 +27%
LCM
1838
Legato Capital Management
California
$576K -$424K -1,265 -40%
CFCS
1839
CDM Financial Counseling Services
Connecticut
$575K +$12.4K +37 +2%
CIG
1840
Cairn Investment Group
Washington
$575K
WIM
1841
Wittenberg Investment Management
Massachusetts
$575K
SGK
1842
Steigerwald Gordon & Koch
Virginia
$574K +$23.1K +69 +4%
BLC
1843
Brown, Lisle/Cummings
Rhode Island
$573K +$14.8K +44 +2%
LSIA
1844
LaSalle St. Investment Advisors
Illinois
$572K +$8.05K +24 +1%
PWP
1845
PrairieView Wealth Partners
Illinois
$571K
SCA
1846
Stonebridge Capital Advisors
Minnesota
$571K -$158K -470 -20%
AA
1847
Ancora Advisors
Ohio
$571K
WKSWA
1848
White Knight Strategic Wealth Advisors
New Jersey
$570K -$14.4K -43 -2%
Financial Engines Advisors
1849
Financial Engines Advisors
California
$570K -$109K -325 -15%
AAS
1850
Annex Advisory Services
Wisconsin
$570K +$125K +374 +25%